Large Market Group

Our advisors work with lower middle market companies and their advisors to determine the timing and strategy for a sale or recapitalization of the business.  The lower middle market team focuses on companies with annual revenues up to 40 Million.

Our Advisors are seasoned M&A professionals and all have years of transaction experience.  We work with the business owners advisors to develop a comprehensive strategy that minimizes risk and maximizes return.

Large Market Sell-side Methodology

Meet with Owner

Understand the owners goals and objectives and discuss current market dynamics.

Meet Advisory Team   

Assemble owners advisors to understand the legal, accounting, tax, wealth and insurance landscape.


Perform market opinion of value and identify prospective acquirers/investors.

Marketing Strategy

Design marketing strategy to generate significant acquirer interest with the least disruption to business

Buyer Sourcing

Targeted buyer outreach.

Deal Management

Oversee all aspects of acquirer interest, offer solicitation and negotiations.

Closing Coordination    

Coordination of the diligence, lender and closing efforts with the various advisors.